Best Investors
Account
Sign in
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Services Group, Llc | Omaha | NE | 09/2011 | 03/2018 |
| Orion Advisor Technology, Llc | Omaha | NE | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-08 |
Reach out to this advisor